A PROACTIVE TAX STRATEGY DOESN’T RUN ITSELF – IT REQUIRES YEAR-ROUND GUIDANCE.
Once you have your customized proactive tax strategy, the initial planning stage is over! But don’t celebrate just yet…you need a way to make sure you’re reaping all the benefits your tax strategy can offer.
You need a maintenance plan! These plans not only keep your proactive tax strategy on track, but also provide access to a trusted business advisor who can answer your pressing financial questions. You’ll sleep well knowing I’m doing everything possible to prevent audits while continuing to save you the maximum amount of tax possible!